Learn about the Sidebar Settings

The Sidebar Settings in your fundraiser builder are where you’ll configure everything that powers your fundraiser—from tickets and donations to page design and integrations. This article will walk you through each section and what it does.

The sidebar settings contain the Fundraising Drivers, Fundraiser Settings, and Admin.


Fundraising Drivers

• Event Tickets
  Set up individual or grouped tickets for your event.

• Silent & Live Auctions
  Add and manage your silent or live auction items.

• Raffles & 50/50s
  Manage raffle details, draw winners, and access raffle reports.

• Donation Options
  Configure donation levels and add custom donation options.

• Items for Sale
  Set up items or sponsorships available for direct purchase.

• Live Streaming
  Enable and configure live streaming for your event.

• Promo Codes
  Add and manage promo codes for your fundraiser.

• Custom Fields
  Add custom questions for donors to answer at checkout.

• Integrations
  Connect to Raiser’s Edge (available on Pro plans—contact us for more info).

Fundraiser Settings

Fundraiser Goal
Set or change your fundraising goal and include offline contributions.

Page Design
Update your:

• Fundraiser Name, Headline, and Subtitle

• Color palette

• Homepage setting

• Page layout

Header Design
Customize your:

• Primary and secondary buttons (text and visibility)

• “Heart” icon on donation button

• Header links (text and toggles)

Check-In Tool Configuration
Configure check-in settings for in-person events.

Fees
Choose whether to absorb transaction fees or pass them on to donors..

Checkout Options
Enable additional settings for the donor checkout experience.

Social Sharing
Customize the preview shown when your page link is shared via iMessage or social media.

Thank You Message
Create a custom thank-you message that donors will see after checkout.

Timezone
Set the timezone for your fundraiser (important for scheduling).

Connected Fundraisers
Link multiple fundraising pages together within your Trellis account.

Admin

The Admin section handles key operational and organizational settings.

• Tax Receipting
  Enable and configure automated tax receipts.

• Banking
  Set up and manage your payout bank account details.

• Organization Info
  Update your organization’s profile and legal details.

• Fundraiser Results
  Access real-time reporting and data from your fundraiser.

Now that you’re familiar with Sidebar Settings, you’re ready to dive into the Account Dashboard. Click the “Next” button above to continue learning.

NEXT

To learn about the Dashboard, click next above